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ST. CLAIR FINANCIAL — ST. CLAIR FINANCIAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250727191848NAL0001645904001
ST. CLAIR FINANCIAL
Form 5500-SF
FILING_RECEIVED
ST. CLAIR FINANCIAL 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ST. CLAIR FINANCIAL
.
Find decision makers
Plan sponsor
Name
ST. CLAIR FINANCIAL
EIN
94-3259675
Address
2140 PROFESSIONAL DRIVE, SUITE 250 · ROSEVILLE, CA · 95661
Phone
(916) 780-1848
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 2 participants
TOMS CAPITAL LLC
401(K) PLAN OF TOMS CAPITAL
$2.7M · 5 participants
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